Investment House LLC holds a diversified book of 220 stocks worth $2.2B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened SS SPDR S&P 500 ETF Trust-US and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Investment House LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.2T |
| FMR LLC | 80 / 80 | $751.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $499.4B |
| MORGAN STANLEY | 80 / 80 | $494.8B |
| NORTHERN TRUST CORP | 80 / 80 | $294.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $271.8B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $226.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $217.9B |
Ranked by how many of Investment House LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $148.1M | 511.8K | 6.7% | ▼−4.2% Reduced · −23K sh | |
| 2 | Alphabet Inc CAP STK CL A | $120.9M | 338.4K | 5.5% | ▲+1.4% Added · +5K sh | |
| 3 | Dell Technologies Inc CL C | $105.4M | 244.4K | 4.8% | ▼−2.3% Reduced · −6K sh | |
| 4 | Meta Platforms Inc CL A | $90.7M | 161.1K | 4.1% | ▲+1.0% Added · +2K sh | |
| 5 | Amazon Com Inc COM | $83.0M | 348.4K | 3.8% | ▲+6.7% Added · +22K sh | |
| 6 | Nvidia Corporation COM | $82.5M | 412.3K | 3.7% | ▼−4.2% Reduced · −18K sh | |
| 7 | Microsoft Corp COM | $75.1M | 201.4K | 3.4% | ▼−3.5% Reduced · −7K sh | |
| 8 | Alphabet Inc CAP STK CL C | $66.6M | 188.5K | 3.0% | ▼−3.8% Reduced · −7K sh | |
| 9 | Costco Wholesale Corporation COM | $58.3M | 62.3K | 2.6% | ▼−1.0% Reduced · −640 sh | |
| 10 | Nebius Group N.V. SHS CLASS A | $57.9M | 209.6K | 2.6% | ▼−3.1% Reduced · −7K sh | |
| 11 | Eli Lilly & Co COM | $55.6M | 46.3K | 2.5% | ▼−0.2% Reduced · −95 sh | |
| 12 | Molina Healthcare Inc COM | $44.3M | 193.8K | 2.0% | ▲+49% Added · +64K sh | |
| 13 | Mercadolibre Inc COM | $38.0M | 22.4K | 1.7% | ▲+57% Added · +8K sh | |
| 14 | American Express Co COM | $37.9M | 112.1K | 1.7% | ▼−4.4% Reduced · −5K sh | |
| 15 | Nu Hldgs Ltd ORD SHS CL A | $30.8M | 2.31M | 1.4% | ▼−11% Reduced · −273K sh | |
| 16 | Williams Sonoma Inc COM | $30.8M | 132.0K | 1.4% | ▼−0.9% Reduced · −1K sh | |
| 17 | Texas Instrs Inc COM | $30.7M | 103.1K | 1.4% | ▼−0.3% Reduced · −325 sh | |
| 18 | Progressive Corp COM | $30.0M | 137.3K | 1.4% | ▲+77% Added · +60K sh | |
| 19 | Waste Mgmt Inc Del COM | $29.1M | 130.6K | 1.3% | ▼−0.5% Reduced · −687 sh | |
| 20 | Micron Technology Inc COM | $27.0M | 23.4K | 1.2% | ▼−12% Reduced · −3K sh | |
| 21 | Crowdstrike Hldgs Inc CL A | $24.0M | 31.4K | 1.1% | ▼−1.6% Reduced · −495 sh | |
| 22 | Cummins Inc COM | $23.3M | 32.7K | 1.1% | ▼−2.0% Reduced · −684 sh | |
| 23 | Johnson & Johnson COM | $23.2M | 91.2K | 1.0% | ▼−1.4% Reduced · −1K sh | |
| 24 | Sprouts FMRS MKT Inc COM | $22.4M | 265.1K | 1.0% | ▲+61% Added · +101K sh | |
| 25 | Intercontinental Exchange In COM | $22.2M | 180.3K | 1.0% | ▼−0.9% Reduced · −2K sh | |
| 26 | Applovin Corp COM CL A | $22.0M | 42.7K | 1.0% | ▼−6.2% Reduced · −3K sh | |
| 27 | Qualcomm Inc COM | $21.8M | 118.2K | 1.0% | ▼−8.3% Reduced · −11K sh | |
| 28 | Advanced Micro Devices Inc COM | $21.7M | 37.4K | 1.0% | ▼−2.6% Reduced · −1K sh | |
| 29 | Adobe Inc COM | $21.2M | 103.5K | 1.0% | ▲+10% Added · +10K sh | |
| 30 | Motorola Solutions Inc COM NEW | $20.4M | 49.2K | 0.9% | ▼−1.7% Reduced · −844 sh | |
| 31 | Ecolab Inc COM | $18.7M | 67.1K | 0.8% | ▼−0.6% Reduced · −400 sh | |
| 32 | Ishares TR ISHARES BIOTECH | $18.4M | 96.7K | 0.8% | ▼−1.0% Reduced · −939 sh | |
| 33 | Expedia Group Inc COM NEW | $17.9M | 70.0K | 0.8% | ▼−2.8% Reduced · −2K sh | |
| 34 | Booking Holdings Inc COM | $16.8M | 94.5K | 0.8% | ▲25× Added · +91K sh | |
| 35 | Intuit COM | $16.8M | 64.5K | 0.8% | ▼−3.2% Reduced · −2K sh | |
| 36 | Unitedhealth Group Inc COM | $16.4M | 39.4K | 0.7% | ▼−3.6% Reduced · −1K sh | |
| 37 | Lowes Cos Inc COM | $16.0M | 72.4K | 0.7% | ▼−11% Reduced · −9K sh | |
| 38 | Visa Inc COM CL A | $14.5M | 42.2K | 0.7% | ▼−13% Reduced · −6K sh | |
| 39 | SPDR Series Trust ST STR SP BIOT | $14.2M | 89.9K | 0.6% | ▼−1.6% Reduced · −2K sh | |
| 40 | Union Pac Corp COM | $14.0M | 51.3K | 0.6% | ▼−2.4% Reduced · −1K sh | |
| 41 | Align Technology Inc COM | $13.6M | 80.8K | 0.6% | ▼−1.9% Reduced · −2K sh | |
| 42 | Walmart Inc COM | $13.3M | 117.5K | 0.6% | ▲+0.4% Added · +450 sh | |
| 43 | Sea Ltd SPONSORD ADS | $12.9M | 134.2K | 0.6% | ▼−2.2% Reduced · −3K sh | |
| 44 | Novartis AG SPONSORED ADR | $12.6M | 80.1K | 0.6% | ▼−2.0% Reduced · −2K sh | |
| 45 | Maplebear Inc COM | $12.6M | 265.1K | 0.6% | ▼−4.1% Reduced · −11K sh | |
| 46 | Stryker Corporation COM | $12.4M | 39.5K | 0.6% | ▼−2.0% Reduced · −820 sh | |
| 47 | WW Grainger Inc COM | $12.4M | 9.1K | 0.6% | ▼−1.4% Reduced · −130 sh | |
| 48 | Uber Technologies Inc COM | $12.4M | 171.3K | 0.6% | ▲+2.0% Added · +3K sh | |
| 49 | Autodesk Inc COM | $12.2M | 62.7K | 0.6% | ▼−1.4% Reduced · −870 sh | |
| 50 | Airbnb Inc COM CL A | $12.0M | 84.0K | 0.5% | ▼−2.3% Reduced · −2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1566030/holdings"
Use Arkolith to show INVESTMENT HOUSE LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 221 | $2.2B | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 223 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 215 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 223 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 216 | $2.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 213 | $1.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 199 | $1.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 206 | $1.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 22, 2024 | 203 | $1.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 2, 2024 | 211 | $1.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 5, 2024 | 191 | $1.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 180 | $1.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 187 | $1.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 182 | $1.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 170 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 31, 2022 | 175 | $1.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 9, 2022 | 165 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 14, 2022 | 172 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 179 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 186 | $1.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 20, 2021 | 195 | $1.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 6, 2021 | 190 | $1.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 13, 2021 | 219 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.